• Secure client portal
  • Secure file sharing
  • Digital signatures
  • Electronic forms
  • Business process automation
  • Referral partners management
  • Digital marketing tools

try our14 day Free trial

Unlimited clients, no credit card or bank details required.

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... file transfer processes

... digitally signed documents

... business automation processes

Business benefits

  • Service anywhere and anytime

    Transform your business with client workflows, automation and triggers to service your clients anywhere and anytime

  • Mitigate global disruption risks

    Digital disruption presents risks to businesses revenue and balance sheet.
    Read more or estimate the risks More details and calculators

  • Consolidate client-facing services

    Consolidate client-facing digital services and provide a unified client experience to your digital clients.
    Read more or calculate savings

  • Referral partnerships

    Digitise existing referral partnership. Create new referral partnerships with ease and control the flow of data across your referrals.

  • Data ownership

    License holder owns all Business and client data in FACTS Online. We comply with 100% Data sovereignty (all your data is stored in Australia).

  • Flat rate. No price escalation

    You will not find any small font on our licensing structure. Yes, as your business grows, you may need to upgrade but it is all laid out at our licensing section.


Built from the ground up to securely store and transfer sensitive client information, FACTS Online reduces your data security and compliance risks.

Review ourdata security policy in detail

Client benefits

  • Unified client experience

    Access all digital assets and services in a single secure portal.

  • Transparent business delivery

    Work as a team with your clients is our motto. Clients are fully engaged in service delivery and able to initiate, prioritise and comment on tasks during delivery.

  • Operate digitally with a brand they know and trust

    Work with a service provider they know for decades or even generations. It presents a true transformation of a service business to the digital world.

  • Getting the job done!

    Delivering high-quality, quicker service with minimal review cycles is a key factor for your digital clients

The benefits of digital transformation should spread across society as a whole and not a small group of global players. Our mission is to balance the playing field in favour of local businesses supplying real service to their clients.

What's in the Box?

  • 14 day free license
  • free for your clients
  • 3 free referral Partners

FACTS Online is a full-service client engagement platform. We aim to facilitate all your online client interaction in a single, secure facility.

Our promise:

  • Eliminate your client's frustration. All interaction occurs in one platform
  • White Label. Promote your brand, not ours
  • Reduce staff training costs
  • We will never compromise on data privacy and security
  • Link marketing to operations using our integrated data model
  • Reduce your overall cloud subscription and integration costs
Work as a team with your clients


  • Large file transfer
  • Cloud storage and file sharing
  • Digitally sign documents
  • Document automation self-service electronic document creation Document workflow management
  • File conflict management


  • Automated client base profiling
  • Email marketing
  • Referral partner collaboration
  • Client audit trail
  • Family and business structure visualisation



  • Trusted by Australian businesses for 14 years
  • Data sovereignty - all data resides within Australia
  • 100% Australian owned, built, hosted and supported
  • Encryption at rest (provider managed private key)
  • Secure file share and storage
  • FACTS Online has been an essential tool for our business, particularly in securely storing client legal documents as on online "deed register". The system has multiple function and use, particularly when collaborating with clients and their other advisers. It has an excellent CRM tool that is easy to use. The team at FOL are always responsive to new ideas and improvements as well as adapting their systems to our business operations, especially in helping us deliver estate planning solutions to accountants and financial planners. Chris Hill Hill Legal, Lawyers and Associates
  • We use FACTS Online every minute of our working day because it's fast, flexible, secure and easy to use. It has become a quintessential tool for our business which we can't do without. Brett Edmonds Oracle Accounting Group

Pricing and Packages

Price (per month) $249 $499 $849
Buy Now Buy Now Buy Now
Clients 2,000 7,000 20,000
Team users 5 10 Unlimited
Referral partners 8 20 Unlimited
Vault 20GB 250GB Unlimited
Digital signatures Unlimited Unlimited Unlimited
Document automation Unlimited Unlimited Unlimited
Marketing emails 4,000 14,000 Unlimited
Digital assets 50 150 Unlimited
Document register Yes Yes
Client base segmentation Yes Yes
Family and business structures Yes Yes Yes
Audit trail Yes Yes
Data Clean-up module Yes Yes Yes
Support Free Free Free

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